u/Rambok01

I hold: cash - due to Kospi/Iran/AI bubble

I like: ASTS RKLB PL ONDS LUNR IONQ INFQ QNT

Considering/not sure: RIVN QS green/solar stocks for midterms

I hold: cash - due to Kospi/Iran/AI bubble

I like: ASTS RKLB PL ONDS LUNR IONQ INFQ QNT

Considering/not sure: RIVN QS green/solar stocks for midterms

https://preview.redd.it/f290j9dvwyjh1.png?width=1850&format=png&auto=webp&s=fbad11fc0cc8e4ec2dd1c12b15268bc1aec40757

Fundusz dla odważnych; premia względem aktywów jest wysoka. Jakie są wasze opinie?

Przedsiębiorstwo należące do męża Anny Konieczyńskiej (wiceprezes KARR i działaczka KO) otrzymało 200 tys. zł, firma sąsiada „Kadalore” – 3,2 mln zł, natomiast przedsiębiorstwo „Dami” (właściciel lokalnej telewizji współpracującej z samorządem) – ponad 1,12 mln zł.

Dane satelitarne, informacje straży pożarnej oraz Wód Polskich wskazują, że wskazane nieruchomości nie zostały zalane

Which broker is better in terms of issues with the platform, accounts being frozen without reason, customer support, problems with transfers, withdrawals, etc.?

Saxo seems to be more stable, but their commissions could be lower.

Can you come up with some examples of companies that you think will return more than this portfolio over the next few years:

• ASTS, for monopolizing the direct-to-cell global satellite telecommunications market
• Rocket Lab, for dominating small-to-medium launch services and building a vertically integrated space systems ecosystem
• Planet Labs, for creating an unmatched daily geospatial data feed and Earth observation pipeline
• Cerebras, for ultra-fast AI inference and massive throughput on their wafer-scale engine chips
• IonQ, for scaling trapped-ion quantum computing architectures with high algorithmic qubit fidelity
• Quantinuum, for delivering the best quality trapped-ion technology and fault-tolerant logical qubits
• Rigetti, for pioneering modular multi-chip superconducting quantum processors
• Infleqtion, for commercializing neutral atom quantum sensing, precision timing, and optical clocks
• D-Wave Quantum, for driving immediate commercial utility in complex enterprise optimization via quantum annealing
• Rivian, for leveraging software-defined vehicle architecture to expand into commercial fleets and autonomous robotics logistics

The list is built on the assumption of a partial AI bubble, so there are no Sandisk or Micron stocks, nor megacaps like the beloved Google, Nvidia, Tesla, IBM, etc. It also doesn't include some great private companies like Anduril. Also assuming no credit crunch in the US

Let's expand our circle of competence in this post

https://preview.redd.it/ln7unfc9dfgh1.png?width=589&format=png&auto=webp&s=7319e6bf55273606efc233e461aa721873ec4425

Very nice numbers indeed

Can somebody explain when we might start seeing the increase in Venezuelan oil production put downward pressure on oil prices? Oil output there has been rising since Maduro was removed. Since January 2026, production is up 23% and exports are up 60%.

Is infrastructure still holding production back?

Are more U.S. investments coming?

Does Venezuelan heavy crude really add supply, or mostly replace imports from elsewhere?

Will OPEC+ offset the increase?

Could upgraded/refined Venezuelan oil be used to refill the Strategic Petroleum Reserve?

Every day brings more questions.

Post przypięty. Obowiązuje wolność słowa - rynki, gospodarka, geopolityka - każdy temat dozwolony